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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,205 | $49,177-85.3% | $79,466-90.9% | $64,173-88.8% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -12.78% | -1.16%-11.6pp | 718.28%-731.1pp | 7.63%-20.4pp |
| Employer contribution / active EE | $545 | $2,076-73.8% | $2,800-80.5% | $2,381-77.1% |
| Participant deferral / active EE | $1,128 | $2,821-60.0% | $3,704-69.5% | $3,470-67.5% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |